Client Service Specialist (Finance)

TL;DR

Client Service Specialist (Finance): Managing client onboarding and day-to-day service operations for wealth management and financial planning with an accent on CRM accuracy and regulatory compliance. Focus on streamlining the transition for new clients and coordinating complex transactions with custodians and brokerage firms.

Location: Hybrid (Franklin, TN)

Company

hirify.global provides insurance, financial services, and HR consulting to employers and individuals across the US.

What you will do

• Guide new clients through onboarding, including account setup, services explanation, and documentation collection.
• Coordinate client review meetings and serve as the primary point of contact for client inquiries.
• Process client transactions in collaboration with custodians, brokerage firms, and internal teams.
• Maintain and update accurate client profiles and interaction records within the CRM system.
• Ensure compliance with regulatory requirements and internal policies through timely reporting.
• Provide administrative support, including office organization and filing.

Requirements

• Must be based in or able to work hybrid in Franklin, TN.
• 2+ years of experience in wealth management service business (preferred).
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Ability to maintain strict confidentiality of sensitive personnel and financial data.
• Ability to perform business travel up to 25%.
• Bachelor's degree in Business, Economics, Finance, or a related field (preferred).

Nice to have

• Experience using AI tools.
• Familiarity with Salesforce, Orion, Charles Schwab, Fidelity, or Raymond James.

Culture & Benefits

• Comprehensive health, wellbeing, and retirement benefits.
• Paid time off and overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement of job-related expenses per company policy.
• Inclusive culture that celebrates diversity, equity, and inclusion.